Create recurring follow-up
Build a recurring follow-up process that uses a skill, approved connection access, and reviewable run results.
#Prove the process manually
Run the follow-up once in Workspace Chat. Verify how recipients are selected, what information is included, and which actions must remain drafts or require approval.
#Make it repeatable
- 01
Create or choose a skill
Put the repeatable selection and writing method in a skill.
- 02
Choose the connection
Grant only the source and action tools the process needs.
- 03
Decide on sending
Keep messages as drafts unless unattended sending is explicitly intended and permitted.
- 04
Schedule and monitor
Review run history and the actual resulting drafts or messages.